The Document Management module allows editing of document records whenever necessary. However, to make changes, you must have this permission enabled in your user level. For more details, access this article. 


To edit a document’s record, follow the steps below:


Go to the Search menu, locate and select the document you want to edit. You can use the filters to narrow your search. For more details, access this article. 

Next, the document view screen will open. Click on Details to expand the specific information about the document. For more details about this option, access this article. Select the Edit register option to access the record screen.

The document registration screen will open, where you can make the necessary changes.


Make the necessary adjustments, then click Save to store the updated information.

To exit this screen without saving the updated information, click Cancel.


On this screen, you can also delete the document. For more details, check out this article. 


If the document has associated documents, you can also access and edit them through the query screen.


To do this, just click on "Associated documents" and then on the document you want to edit.

When you click on the associated document, the system will redirect you to the document details screen, where you'll be able to view and also edit it.